Enrolling Second Child in School Module

Enrolling Second Child in School Module

The school module is designed to enroll each family once per term with all of their children.If you have a school structure with multiple levels like ECE, Religious School, and Hebrew High School, we recommend that you set up separate terms to facilitate parents enrolling their children at different times.

If a family has already enrolled a child in a term, and you need to add a second child at a later date, there are a few options.

Option 1 (easiest): Delete the original enrollment of the first child and enroll both children at the same time from scratch. To delete the enrollment go to Admin Menu>Enrollments>View and Edit the family’s enrollment> Delete enrollment> click to remove all grades and courses> Delete

1. If you do the second enrollment as an admin, we recommend you save the information from the first enrollment so you can re-enter it if necessary, or just have the family re-enroll both children.
2. Deleting the original enrollment will not affect any charges in the family’s account, so when you process the second enrollment confirmation you would wipe off any new charges for the first child during the confirmation process so the family is not double charged for the first child.
3. If you have your school enrollment set up so that the family receives a confirmation email when enrolling, the family will receive another email. If you as the admin are enrolling the family, you may want to tell the family they will receive an email.

Option 2 (medium difficulty): Add the second child to their grade, course, and class manually and then manually bill the family the appropriate amount.

1. This option does not give the opportunity to fill out the registration form fields for the second child.
2. Go to Admin Menu>Terms>Go to the term and select Grades from the dropdown>Find the grade and select Setup Students from the dropdown> Type in the child’s name until you can select them> Add> Save Students.

        3. Then do the same at the course level. Setup students> Type the name> Select the child> Select a              class for them> Add> Save Students

        4. Go to the account and manually add the charges for tuition

Option 3 (multi-step highest difficulty): This work-around enrolls the child in a class and admin fills out the registration form fields. This option also requires you to manually bill.

1. Go to Admin Menu> School Enrollments> Find the family's original enrollment> View and Edit
2. Select “Edit Grades & Courses Enrolled”
3. Select the appropriate grades and courses for all of the children in the family (including those previously enrolled)
4. Select the grade you want to enroll them in in the drop down
5. Select “continue” on the bottom of the screen.
   
   
6. You will receive an error message.
7. Go to the course(s)for each of the children in the family and go to set up students. You will see the student’s name under completed enrollment. Select the child and move them to confirmed and assign them to a class.
8. Select “Save Students” on the bottom of the screen.
9. Repeat for each child in the family including those who were previously enrolled.
10. Go to the family’s enrollment and you will now see the children in their classes under enrollments. Select View & Edit.
11. Select “Edit Fields”
    
12. The second child will now appear with fields you can fill out on their behalf. Enter appropriate registration information.
    
13. Select “Save Changes” on the bottom of the screen. The system will give you an error, but it will save the registration information you entered.
14. Go to the family’s account and add any new charges manually as the steps above did not create any new charges.